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Jeff Baumert

EVP Financial Services

Jeffrey A. Baumert is the Executive Vice President of Financial Services at Allworth Financial. A commercial pilot with an active status, Jeff spent 27 years in the United States Marine Corps where he was an F/A-18 pilot, serving with distinction and retiring as a full colonel. Before joining the military, Jeff earned a Bachelor of Science degree in Materials Science Engineering from Virginia Tech. He holds the Certified Investment Management Analyst® certification and is an Accredited Investment Fiduciary®. With more than 20-years of experience in the financial advisory sector, when not traveling to fulfill his duties with Allworth, Jeff and his wife of 30 years, Kimberly, split their time between homes in Dallas and Atlanta. An avid reader and fitness enthusiast, Jeff brings his dedication and passion for life to his work, stating: “I embraced this industry because I believe that what we do helps people achieve fulfilling financial lives.”

Jeffrey A. Baumert is the Executive Vice President of Financial Services at Allworth Financial. A commercial pilot with an active status, Jeff spent 27 years in the United States Marine Corps where he was an F/A-18 pilot, serving with distinction and retiring as a full colonel. Before joining the military, Jeff earned a Bachelor of Science degree in Materials Science Engineering from Virginia Tech. He holds the Certified Investment Management Analyst® certification and is an Accredited Investment Fiduciary®. With more than 20-years of experience in the financial advisory sector, when not traveling to fulfill his duties with Allworth, Jeff and his wife of 30 years, Kimberly, split their time between homes in Dallas and Atlanta. An avid reader and fitness enthusiast, Jeff brings his dedication and passion for life to his work, stating: “I embraced this industry because I believe that what we do helps people achieve fulfilling financial lives.”

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- Jeff Baumert, Allworth EVP Financial Services

More About Jeff:

About Allworth

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30 years ago, Allworth Financial was founded as a clear alternative to the self-motivated, sales-focused advisory model that continues to dominate the industry to this day.

Then, as now, we believed we could do better. Because you—and your money—deserve better.

We place the needs of our clients first every single time, because when financial guidance is uncompromised by self-interest or distractions — and our success is dependent on your success — you get more than just advice. You get a financial ally for life.

97% of Clients Stay With Us2

23,000+ Clients

Best in Class Advisors

NBRI3

Best in Class Ethics

NBRI3

30 Years in Business

$19 billion AUM4

Top 100 RIA Firm

Barron's1